Customer details a customer controls

Every customer card starts as your business's own record: the name, email and phone that your team typed, or that the customer typed when they booked. You can edit all of it.

That changes when the customer confirms their email address — by tapping the button in their first booking confirmation, or by signing in to My Bookings with a code. From then on the card is linked to the customer, and their details are theirs to keep up to date.

What a linked card looks like

• A Verified email mark on the card, in the calendar's customer panel and in the customer list. It tells you reminders will reach a real inbox.
• Their email and phone are shown read-only. When they change their number, the card shows the new one — you no longer have to.
• Your name for them stays yours. Whatever name your team used for the customer is kept, and you can change it in Edit customer. Only your team sees it; the customer never does. Leave it empty to show the name they share with you.

What you see, and why

What a linked card shows depends on two things: what your booking page requires, and what the customer shares with you.

• Anything your business requires is always shared. The required details are the Customer contact fields — in Booking settings with one branch, in Settings → Organization with several. Name, email and phone are all required unless you have switched one off.
• Beyond that, the customer decides. A card your team typed starts by sharing the email; a card the customer made by booking starts by sharing nothing more than what you require. The customer can change either in My Bookings → Settings, one switch per detail, for your business as a whole.
• The phone follows the same rule where your business sends SMS through Bookodile (the SMS messages add-on is on at one of its branches): a hidden phone is still reachable by SMS. Elsewhere the phone is always shared, because nothing else could reach it.

If a detail is not shared, the card says so — Email hidden, Phone hidden — instead of looking empty. Confirmations and reminders still reach the customer; you just cannot copy the address or number, or call. With the Messages, Message still reaches them — by email or SMS.

A worked example. A physiotherapy clinic sends intake forms by email, so it keeps the email required. A barbershop that only ever sends SMS or calls switches the email off. A customer who booked online at both and then confirms their address is still fully visible to the clinic; the barbershop sees their name and phone, and Email hidden — its reminders still reach them.

If you have several branches

The requirements are one answer for your whole business, set by the business owner in Settings → Organization; each branch shows them read-only. A customer shares with your business as a whole, not with one branch.

What the customer sees in My Bookings

Under Settings, a signed-in customer finds:

• Their details — name and phone, saved once; every business they share them with sees the change. Their email is how they sign in; changing it sends a code to the new address, and the new one reaches every business they share it with.
• One card per business they have booked with, with the branches they visited listed under it, and a switch for name, email and phone. Details a business requires are marked with an asterisk and their switch is on and locked — so is the phone at a business that does not send SMS. Hovering or tapping a locked switch says why, in one sentence.
• A name to show instead — when they hide their name, they choose what a business sees: their initials, or a name of their choosing. Your own name for them, if you set one, still wins on your screens.
• Hide everything, everywhere — hides whatever each business does not require, and the phone only where that business sends SMS.

Booking while signed in

A customer signed in to My Bookings who opens your booking page sees who they are instead of an empty form: their email, their name and number (a pencil changes either, for every business they share them with), and — for your business — the same switches as in their Settings. What you require is shown locked on. Sign out gives them the ordinary form, to book for someone else; that person books as themselves. A booking made signed in is linked to the customer straight away.

If they agreed to your consent text before and you have not changed it since, the checkbox is replaced by the date they agreed. Change the text or your privacy link, and everyone is asked again.

A customer who is not signed in sees Booked with us before? Sign in above the form. It signs them in without leaving the page — an 8-digit code by email, or Continue with Google for a Gmail address — and the step turns into the signed-in view with the service, team member and time they picked still picked.

The embedded widget on your own website never shows this: it always shows the ordinary form.

When a customer deletes their account

The card stays, with its bookings, history and your notes. Their contact details go with the account. If your team had its own name for them, that name stays; otherwise the card reads Deleted account.

Limits

• You cannot edit a linked customer's email or phone. They keep it up to date themselves.
• A hidden email is not searchable. Search finds a customer by the name and details you can see.
• Linking happens only when the customer proves the address — never because someone typed an email you already have. A card whose customer never confirms stays your own record, exactly as before.
• The confirm button works once and expires. A customer whose button has expired can sign in to My Bookings with the same address instead.